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Presentation:
Use this presentation at your local university to give students an overview of the annual AICPA Accounting Competition and this year’s topic of personal financial planning
Published on August 27, 2013

Overview:
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on September 16, 2014

Guide:
Part 1 of the CPA’s Guide to Technology covers the technological components of a successful PFP practice, CRM applications, portfolio management and accounting software, and financial planning software
Published on June 19, 2014

Webcast:
Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services.
Published on July 08, 2014

Toolkit:
These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
Published on September 12, 2014

Article:
Young CPA's are entering the market looking for objective advice, guidance and direction. This article outlines how to position themselves to be in demand in a changing environment.
Published on October 14, 2014